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Spire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Spire Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Sell
2,665
-8,181
-75% -$891K 0.01% 675
2026
Q1 		$1.18M Sell
10,846
-4,387
-29% -$484K 0.04% 357
2025
Q4 		$1.68M Buy
15,233
+10,811
+244% +$1.2M 0.06% 290
2025
Q3 		$493K Buy
4,422
+2,259
+104% +$248K 0.02% 529
2025
Q2 		$237K Sell
2,163
-10
-0.5% -$1.07K 0.01% 717
2025
Q1 		$236K Sell
2,173
-144
-6% -$15.5K 0.01% 782
2024
Q4 		$248K Buy
2,317
+988
+74% +$108K 0.01% 763
2024
Q3 		$150K Sell
1,329
-91
-6% -$10.1K 0.01% 805
2024
Q2 		$152K Sell
1,420
-7,524
-84% -$803K 0.01% 793
2024
Q1 		$974K Sell
8,944
-13,581
-60% -$1.48M 0.02% 384
2023
Q4 		$2.46M Buy
22,525
+6,791
+43% +$707K 0.08% 203
2023
Q3 		$1.61M Buy
15,734
+4,094
+35% +$432K 0.06% 250
2023
Q2 		$1.26M Buy
11,640
+4,670
+67% +$505K 0.05% 304
2023
Q1 		$764K Buy
6,970
+1,542
+28% +$167K 0.03% 392
2022
Q4 		$572K Sell
5,428
-1,867
-26% -$195K 0.03% 337
2022
Q3 		$747K Sell
7,295
-13,049
-64% -$1.44M 0.05% 264
2022
Q2 		$2.24M Sell
20,344
-8,990
-31% -$1.02M 0.09% 193
2022
Q1 		$3.55M Sell
29,334
-7,007
-19% -$874K 0.1% 193
2021
Q4 		$4.82M Sell
36,341
-202
-0.6% -$26.8K 0.11% 178
2021
Q3 		$4.86M Sell
36,543
-9,517
-21% -$1.29M 0.13% 162
2021
Q2 		$6.2M Sell
46,060
-46,787
-50% -$6.17M 0.17% 144
2021
Q1 		$12.4M Buy
+92,847
New +$12.4M 0.33% 85

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Spire Wealth Management's LQD Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 75% in Q2 2026, selling an estimated $891K and leaving 2,665 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #675.

Spire Wealth Management first reported a position in LQD in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.4M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Spire Wealth Management held 2,665 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $291K as of Q2 2026.
  • Spire Wealth Management sold 8,181 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $891K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Spire Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.4M in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.